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My organization is part of a consortium which includes the Performing Arts Center where we have our productions. We would like for the Performing Arts Center to be able to pull our CSI’s that need Front of House assistance. We are not able to figure out settings to enable them to see our CSI’s through the Customer Service Issue Tracking report. We are able to use the Performance Customer Service Log report, however it is only pulling CSI’s that have a performance filled in. It will not pull the CSI if the season package is filled in. While a simple solution is to create a CSI for each show in the package, some packages can have 15+ events. I am looking for a more efficient way of doing this. Does anyone know how we can achieve this through either the CSI Tracking report or the Performance Customer Service Log report?
Kim,
We're part of Tulsa Arts Management Consortium and our six organizations have control-grouped CSIs; our PAC is not on Tessitura (a constant source of personal frustration).
If your PAC uses Tessitura, maybe they could be set up so that they're able to go to Tools > View All Customer Service Issues and a CSI Category or Activity Type could be set up so they can review the CSIs that are generated that they might need to take action on. I almost never use CSI reports because I'm always checking View All Customer Service Issues and staying on top of our CSIs from there (along with resolving them once they have been handled).
If they're not in Tess, then using reports is probably the best option, but unfortunately I'm not well-versed in that to know how to make that work better than what you all are handling now.
Thank you,
Brian